[Music] please subscribe to my channel and click on the bell icon to get the regular updates of my channel and do not forget to like comment and share hello everyone welcome back to sas word service now this is part of servicenow flow designer training the next lesson is flows in flow designer in this lesson we will learn about flows and their features we will also create different types of flows in my personal developer instance flow what is a flow flow is an automated process with a sequence of reusable actions such as update records ask for approvals create tasks and send flow admins can define trigger conditions to start a flow and variables to pass the information between actions component of flow flow consists of properties trigger action and data which can be collected or created flow properties flow properties consist the information about a flow like name application description and run as you have to provide these information when you create a new flow in service now flow trigger once flow is created it gives you option to configure trigger condition for that particular flow which you can select as per your requirement in our first section we learned that flow trigger is racket based and schedule based flow actions after configuration of trigger you can add actions and within actions you can create actions flow logic and subflows flow data flow also has data which is basically generated during execution of flow or it is gathered this data is available as variables in the data pane and each variable has its own pill that flow designers can use that particular value of variable as input or output in flow actions and flow designer flow testing now once you are done with creation of whole flow then you can also perform testing in flow designer and see if your flow is working as expected so whatever actions you have added in the flow designer in the flow you can test it with a particular racket and see if you are getting the expected results flow execution when flow is triggered and executed then it tracks the whole execution in flow execution racket which you can access with executions button which is available on the flow so you have so once your flow will be created you will see a button as executions if you will click on that button so you can see the similar screen if uh there are multiple executions happening for that particular flow you can see those rackets and if you will open one of the racket then you can see the execution details as well flow menu flow also has a menu which has some buttons to perform different actions related to flow you can see properties button which shows details of flow once clicked so if you will click this button it will show you the properties and similar properties when you create a new flow next is test which is used to perform testing of the flow then you have executions now this execution but button basically it shows the list of executions for a particular flow so if you have created a flow and if you will click on executions it will show you all the executions happening for that particular flow then you have save now which basically save that particular uh flow which you have just recently updated so you have if you have created a flow or if you have any existing flow then you will see this save button enabled and you can click the button whatever changes you have done you can save them now the save button as i mentioned will only be available to click when designer updates something in the flow may be actions or trigger or any other information then you can see activate which gets enabled once flow is saved with latest changes so once you have saved that particular flow then you can see this activate button now once flow is activated then you will see another button that is deactivate so that you can deactivate any particular flow next is you can see we have more actions so if you will click on these three dots then you will see another kind of a pop-up which shows different menus now these options are available to perform some other actions on the flow like and which is used to add stages to the flow for a particular item i think stages will be mostly used for service catalog so if you have if you have used service catalog if you have created a service catalog item and if you want to use flow designer that means flow in order to do that you can definitely use stages like you have in workflow as well then you have manage catalog variable which is used to manage the catalog variables which is available to service catalog triggered flows then we have copy flow that means which is used to copy an existing flow with this button then you can see configurations which is used to enable or disable some features you can also call a flow subflow or action so there is an option which can give you the code to be used to call these items so let's say you want to trigger this flow uh from from somewhere else maybe via a code because then in that case servicenow provides some apis which you can use to trigger those flows directly from script maybe you have written those scripts somewhere else maybe in a business rule maybe in a script include and that's how you can trigger these flows directly from script any different script external script when i say external script maybe not in flow designer script it is it must be maybe in for script include maybe in uh maybe in business rules so that's how this this this particular code snippet button it will give you the code that what code you should you should utilize to trigger this particular flow which you are creating and then you have manage security which gives option to enable or disable the callable by client api option which you can check if you want to call a flow from client-side as well types of flow trigger flow trigger has conditions configured which start the flow when trigger conditions are met the system starts running the flow and you have different types of trigger inflow in service now the first one is racket is created then we have record is updated then we have record is created or updated which is now all these three racket created updated and created or updated all these are related to table operation and the next one is related to schedule that means on a particular schedule so if you want to trigger any flow at a particular date and time that is something you can use in flow as well then you have application specific triggers that means if condition is being met as per the application then flow will also be triggered as an example service catalog so let's say you have created a flow and you have referred that flow in a catalog item then once somebody will request that catalog item then this flow will be triggered automatically and the last one is inbound email so if somebody is sending an email to servicenow in that case flow will also be triggered and you can also configure that i think inbound email is you can say it is kind of replacement of inbound action so in inbound action you have to do scripting however in order to eradicate scripting you can definitely use inbound email in flow as well and so that you don't have to do any kind of scripting and you can achieve a lot of functionalities directly with inbound email feature in flow designer racket is created now you can select this trigger type when you want to trigger a flow once racket in a table is created and you can also mention the conditions then we have racket is updated you can select this type of trigger when you want to trigger a flow once racket in a table is updated with the conditions mentioned then we have racket is created or updated now you can select this type of trigger when you want to trigger a flow once racket in a table is either created or updated with the conditions mentioned then we have a schedule now you can select this trigger type when you want to trigger a flow at a specific time or interval you can select daily weekly monthly once or repeat after some interval of time and then we have application specific and you can select this trigger type when you want to trigger a flow related to sla service catalog or inbound action feature creating flows now i will be creating few different types of flows in service now for different types of trigger we have in flow designer first one is when racket is created now let's say i want to create a problem task when problem is created so whenever a new problem is created in the instance then it should automatically create a new problem tasks which is also associated with the same problem now how can you achieve this functionality so we can definitely achieve this functionality with the help of flow designer we don't have to write any code so for that i will go to my instance i will click on this button to create a new flow and i will click on flow here i will provide the information so maybe i will give create problem task and i will keep as is like run as user who initiates a session application will be global for now and then i will click on submit once i will click on submit this will definitely create the flow and save this flow as well in draft stage then i have this options like trigger and actions so as per the requirement we we have to create this problem task when new problem will be created so new problem will be created will be the trigger so for that i will click on this select to trigger and i will select this racket trigger that is created and then i will select the table as well i will select this problem and uh i don't have to select any kind of condition it's up to you if you will get the requirements you can also select the condition and but as of now i'm just keeping it simple so i'm just selecting the problem and i'm clicking on done so i'm done with trigger that means every time new problem bracket will be created this flow will be triggered and then i will click on action so i have to add action now now what action we need to take basically we have to create a new problem task so i will click on action and here i will go to this create task so i will click on create task and you can see we have this create task i have to select the table so i can select problem task and what i can do like while creating this problem task because we have to make sure this task is created and it is basically associated with the same problem that means the the on on problem task that reference field we have for problem uh it should be associated with this particular reference racket that means this record which which we are going to create as part of this process so i will select problem so we have this problem and i will just so what up what exactly you can do now in this problem it is a reference field so either you can definitely select any existing problem however that's not the right way to do because we don't want to make it static so in that case i want to i want to refer same problem which is which basically getting created as part of the process so for that i will use this data pill which we have already talked about that whatever data you are generating whatever data you are gathering you can utilize the same data into different actions into different steps in flow designer so similarly what i can do if i click this i can pick the data so you can see as of now i can just pick this one because this is the one which is creating the data so if i click on this one it will ask me that what exactly object you want to select so i will select problem racket the reason behind it because system should tag this problem which is getting created to this particular problem task so that i can see same task created under this problem which we are creating so in that case i will just make it maybe or maybe we will add some more uh values and maybe i will mention short description and i will mention uh fd demo that is flow designer demo and i can just click on done so i'm done with the task so whatever action i need to i need to take as part of this requirement i'm done so this will be creating the task once problem racket will be created new problem racket will be created so now you can see i got this save button even other buttons are also enabled so as i have this new flow it is also says you can see it says modified now if i click on this button save it will save this flow however this is still not active that means even if i will create a problem bracket this flow will not be triggered the reason behind it because it is not activated yet now in order to activate it you have to click this button green button activate so if i click on this this will be activated and a new button will be visible that will be deactivated deactivate overall so you can see now i got deactivate button so that i can deactivate this flow as well but the requirement we have i really want to test it i really want to run it so we will not make it deactivate so in order to test it now i can definitely test it with this option test but we will test it directly by creating the problem racket so what i will do i will come over here and i will click on this create new button under problem and i will create a new problem bracket and i will mention here fd demo that is flow designer demo and i will just click on save now this should definitely trigger that flow because condition is being matched because problem is created and then what i would do i will just click on this executions button so that i can see the current execution if you will click on that button you can see it also got completed and if i will click on that i can see the same execution so the one problem which we created it it has definitely completed the flow designer flow so i can maybe check this record first so it is the same record for uh you can see four triple zero two we have this four triple zero two and if i click on this maybe i can expand this one as well this is for the same record and it has created a task successfully you can see here p task this and if i will go here and here is the table here's the related list i have and if i reload the form let's see if i have that problem task under this problem and yes you can see fd demo and we got this problem task associated with the same problem so that's how you can create that's how you can generate records or you can trigger the flow inflow designer uh as as per the actions as per the trigger type you can select so as of now we selected racket created which triggered the flow and you can perform different types of actions as per your requirement you get from your customers and client let's create another flow and with a different trigger type maybe for updated so if i come over here and i will just close this and this i think this one as well and i will click on this new button i will click on flow and i will mention problem is updated i will keep as is and i will click on submit now i will select the trigger as updated and that updated will be for problem bracket so i will mention problem and here i can this time i'm going to use this condition so let's say the problem bracket is assigned to maybe network group so i'm going to assign to network if it is assigned to network in that case system should create problem task and assign it to network group automatically even for existing even for existing problem record so in that case i will select this action click on this and i can just maybe click on create task select problem task and i can provide some values maybe i will first do problem now this is very important because you have to make sure that you are referencing the similar similar problem which you are updating so in that case i will mention select problem same racket here i can select the problem bracket and i will add another value field basically value for a field that will be assignment group and i will mention network and then i will mention short description as well network team in westigation that will be shot description and that's it so i'm done this is for updated and i can click on save i can click on activate so this will be activated now we can utilize the same bracket that is problem brackets in this case let's say if i assign this i will reload it and i will assign this to network team which will definitely trigger that flow so i will select this and now i will click on save once i will save this that means this racket will be updated with this new value in the assignment group and if i will come here if i click on executions you can see it got in the queue it has been added in the queue now so i can just close this again if you click on executions you can see it got completed and if i open this i can see the details problem updated it also created the task i can see it live and if i reload this and if i go little bit bottom absolutely you can see this has been assigned it has created a new task and it has mentioned the short description as well network team investigation and it has also assigned that problem task to assignment group as well so this is how you can use another type of trigger we also have different other types of triggers as well however you will see all those live scenarios all those practical examples with other types of triggers in my next video moreover we're not going to talk about actions right now because i don't want to show you actions right away first we will talk about actions what different actions we have how exactly we utilize different actions and then i will show you basically all the actions with different triggers as well so that we can club actions and triggers so that you can understand how exactly you can utilize flow designer with different triggers and different actions so in next video i will be showing you practical examples for all different types of triggers but our focus will not be on actions action will still be very simple like creation of a task or maybe sending some email but if i talk about some other actions because we have lot of other out of the box actions which you can utilize to achieve different kind of functionalities but before that before seeing the practical sessions we will also see what kind of different actions we have for that we will have a separate session after my next video once we will get to know about all the actions and then you will talk about then i will show you all different practical examples live scenarios for actions as well thanks for watching this video and have a great day